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Showing 1 - 12 of 15 results
LPF ADVISORS LLC
LPF ADVISORS LLC
Sarasota, Florida
1-24 employees
LPF ADVISORS LLC is a company based out of 2601 CATTLEMAN ROAD, SUITE 302, SARASOTA, Florida, United States.
Retirement Benefits Rank
Top Benefits
BETTER ODDS, LLC
BETTER ODDS, LLC
Naples, Florida
1-24 employees
Better Body Group Personal Training in Sevenoaks, Blackheath and Wimbledon. Small group classes, Fat Loss, Health Improvement and Young Athlete development in Sevenoaks, London.
Retirement Benefits Rank
Top Benefits
STRATEGIC WEALTH PLANNING, INC.
STRATEGIC WEALTH PLANNING, INC.
Naples, Florida
1-24 employees
At Strategic Wealth Planning Inc., we pride ourselves on our ability to offer proactive guidance on more than just investments and insurance. We are comprehensive wealth consultants for individuals and businesses, focused on providing tax efficient solutions for issues relating to: •Accumulating wealth through asset allocation •College planning •Distributing income in retirement •Business succession strategies •Life, long-term care, disability, and other insurance gaps •Setting up trusts, wills, charitable gifts, private foundations, and other areas related to estate planning •Taxation Our client-first philosophy dictates that we develop, implement, and review customized plans that target your needs and goals, even when they change over time. Using a team approach that grows out of strategic affiliations with legal and tax professionals, we seek to make your financial goals a reality. Our relationship with Commonwealth Financial Network®, one of the most respected independent broker/dealers in the nation, gives us invaluable back office support. Our mission is to help our clients meet life’s complex financial challenges. Your success is our objective, and service is our top priority! Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of CA, CO, CT, DC, FL, GA, MA, MO, NC, NJ, NV, OR, PA, TX, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
Retirement Benefits Rank
Market Competitive
MILLER VALUE PARTNERS, LLC
MILLER VALUE PARTNERS, LLC
Sarasota, Florida
1-24 employees
At Miller Value Partners, we think and invest differently. We believe that the best investment opportunities arise from understandable human behavioral tendencies. Valuing businesses and patiently owning them until they reach fair value is at the core of what we seek to do. We use research from economics, science and psychology to help us understand the market as a complex adaptive system. We offer distinct, flexible, and unconventional investment strategies. Bill Miller IV, CFA is the owner, Chairman and Chief Investment Officer of Miller Value Partners. Visit our LMM LLC page for past posts.
Retirement Benefits Rank
Market Leading
AVIANCE CAPITAL PARTNERS, LLC
AVIANCE CAPITAL PARTNERS, LLC
Naples, Florida
1-24 employees
Our mission is excellence in serving investors with personalized advice and efficient investment solutions. Aviance Capital Partners offers a combination of guidance, a proprietary investment platform, and personalized service. We pride ourselves on: -Providing a warm, personalized, and consultative approach to solving investor needs -Guiding investors with experienced planning professionals and an advanced technology platform -Offering an array of proprietary investment solutions in a customized manner -Presenting market insights with regular commentary and webcasts
Retirement Benefits Rank
Top Benefits
MUTUAL TRUST ADVISORY GROUP
MUTUAL TRUST ADVISORY GROUP
Estero, Florida
1-24 employees
As a financial advisor, Mutual Trust Advisory Group is uniquely positioned to act in the best interest of our clients. Serving with meaning is at the heart of all we do, the foundation of a relationship built on trust in guiding our clients financial welfare. Our heart to truly serve will become apparent quickly. We evaluate every aspect of your financial welfare – beyond investments. We go the extra mile to consider every detail of your financial future and how it fits with your investment strategy. Investment advice offered through Mutual Trust Advisory Group, a registered investment advisor. LinkedIn Disclosures: https://mutualtrustadvisorygroup.com/linkedin-disclosures/
Retirement Benefits Rank
Market Competitive
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POTOMAC ADVISORS, INC.
POTOMAC ADVISORS, INC.
Lakewood Ranch, Florida
1-24 employees
Founded Potomac Advisors, Inc. Responsible for the research, development and implementation of EVO, the Evolutionary Market Timing System that has recorded 15+ years of outstanding performance with reduced risk. EVO has been verified to be in compliance with GIPS, (Global Investment Performance Standards), the financial industry standard for performance measurement developed by the CFA Institute. Formerly available exclusively to his former company under an exclusive license agreement, EVO signals are now available to other investment advisors under a license agreement and for direct management of accounts for individuals, companies and institutions by Potomac Advisors.Directs management of Potomac Advisor's conservative strategy for high yield bond fund investing, providing both income and capital appreciation with minimal draw downs through a long duration timed approach to fund investing taking advantage of the trending characteristics of high yield bonds.Winner of NAAIM's 2017 Shark Tank for Best Strategy. To learn more, visit: http://www.naaim.org/programs/naaim-shark-tank/.
Retirement Benefits Rank
Top Benefits
CAPSTAN FINANCIAL CONSULTING GRO
CAPSTAN FINANCIAL CONSULTING GRO
Sarasota, Florida
1-24 employees
Capstan Financial Consulting Group, Sarasota, FL 34236, This Web site is designed to help our clients achieve their financial goals through a long-term relationship with a trusted and knowledgeable advisor.
Retirement Benefits Rank
Market Leading
EDWARDS ASSET MANAGEMENT
EDWARDS ASSET MANAGEMENT
Naples, Florida
1-24 employees
With more money and prosperity comes complexity and the potential for making mistakes. At The Edwards Group, we know that you want a truly unified financial experience. The problem is that right now, your financial life is a little too disjointed, spread out, and unaligned. And that makes you feel anxious, overwhelmed, and unsure. We believe that people deserve to enjoy their money in every stage of life. You have been making wise financial decisions for decades and shouldn’t have to worry about stepping into a mistake or missing out on the best version of your life. Let’s face it, the financial industry can make money solutions seem complex. But at The Edwards Group, we don’t. We know how to connect your money with what matters most to you and protect your legacy each step of the way. We help you block out the noise that might distract you from the path you want to be on. If you’re looking for an elevated wealth management experience that helps your money do better for you visit edwardsgroupnaples.com.
Retirement Benefits Rank
Market Laggard
STEWARDSHIP INVESTMENTS, INC.
STEWARDSHIP INVESTMENTS, INC.
Naples, Florida
1-24 employees
Offering caring biblical advice. Stewardship Investments, Inc. is a member firm of The Fiduciary Alliance, LLC, which is a registered investment adviser. More information about Stewardship Investments, Inc. can be found in Form ADV Part 2 which is available upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy. Opinions expressed herein are solely those of Stewardship Investments, Inc. unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
Retirement Benefits Rank
Market Competitive
ROSNACK FINANCIAL GROUP, INC.
ROSNACK FINANCIAL GROUP, INC.
Sarasota, Florida
1-24 employees
ROSNACK FINANCIAL GROUP, INC is an investment banking company based out of 2 N TAMIAMI TRL, Sarasota, Florida, United States.
Retirement Benefits Rank
Top Benefits
RETALLICK FINANCIAL GROUP INC
RETALLICK FINANCIAL GROUP INC
Fort Myers, Florida
1-24 employees
Since opening the doors to Retallick Financial Group in 2008, Don Retallick owns and operates 3 offices in Southwest Florida. With the main office located in Fort Myers Florida, he also has offices in Bonita Springs and Sarasota. Retallick Financial Group maintains rigorous fiduciary standards while helping their clients achieve and secure their financial future. Our firm is based on these key values: keep it simple, keep it honest, and keep it fun. We strive to provide simple, honest financial advice, that is always in the client’s best interest.
Retirement Benefits Rank
Market Laggard
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